See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,204 | $124,281-49.9% | $109,143-43.0% | $167,490-62.9% |
| Participation rate | 27.3% | 79.4%-52.2pp | 75.9%-48.6pp | 82.1%-54.8pp |
| Annual return | 13.85% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,123 | $4,207-73.3% | $3,722-69.8% | $4,837-76.8% |
| Participant deferral / active EE | $4,803 | $5,255-8.6% | $4,653+3.2% | $6,341-24.3% |
| Admin fee / account holder | $4,342 | $7,970-45.5% | $6,752-35.7% | $12,309-64.7% |